# 글로벌 마켓 뉴스 허브

_생성: 2026-07-01 08:36 KST_

## 오늘의 브리핑

### [암호화폐] Has Strategy's capital overhaul put an end to 'death spiral' fears?
*Cointelegraph · 2026-07-01 08:11*

비트코인이 6만 달러를 밑돌고 MSTR 주가가 고점 대비 70% 넘게 급락하자, 스트래티지가 MSTR·STRC 각각 최대 10억 달러 자사주 매입, STRC 배당 약 12% 인상, 현금 완충 2.55억 달러로 확대를 담은 새 자본 계획을 내놨다. 배당·부채 상환을 위해 최대 12.5억 달러의 비트코인 매각 가능성까지 열어두면서 '죽음의 소용돌이' 우려를 진화하려 했고, STRC·MSTR 주가는 시간외에서 12% 넘게 반등했다.

<https://cointelegraph.com/features/does-strategys-new-capital-plan-put-an-end-to-death-spiral-fears?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>

### [미국증시·기업실적] Nike earnings crushed Wall Street's estimates — but here's the catch
*MarketWatch Top · 2026-07-01 08:30*

나이키가 월가 예상치를 큰 폭으로 상회하는 실적을 내놨다. 다만 이익과 매출총이익률 개선이 관세 환급에 상당 부분 기댄 것으로, 실적의 질에 대한 의문이 남는다는 점이 한계로 지적됐다.

<https://www.marketwatch.com/story/nike-earnings-crushed-wall-streets-estimates-but-theres-a-catch-83bf3e4a?mod=mw_rss_topstories>

### [한국 경제·증시] 신한투자 "삼성바이오, 노사 협상 따라 변동성 높아…목표가↓"
*연합뉴스 경제 · 2026-07-01 08:27*

신한투자증권이 삼성바이오로직스에 대해 투자의견 '매수'를 유지하면서도 목표주가를 190만원에서 180만원으로 하향했다. 2분기 실적은 컨센서스에 부합하고 5월 파업 영향도 제한적이지만, 임단협 결과에 따른 일회성 성과급·인건비 부담으로 하반기 가이던스와 중장기 수익성의 변동성이 커졌다는 분석이다.

<https://www.yna.co.kr/view/AKR20260701026900008>

### [지정학·무역] China-linked actors target more than technology as AI competition with U.S. intensifies
*CNBC World · 2026-07-01 08:27*

미국 AI 기술을 노린 사이버 공격이 하드웨어 기술 탈취를 넘어 제품 로드맵·공급망 취약점 등으로 확대되고 있으며, 중국발 행위자의 역할이 커지고 있다고 CNBC가 전했다. 크라우드스트라이크에 따르면 지난 1년간 기술기업을 겨냥한 국가 후원 침투의 절반 이상이 중국 측에서 비롯됐으며, 미·중 AI 패권 경쟁과 기술안보 리스크가 부각되고 있다.

<https://www.cnbc.com/2026/07/01/china-ai-cyberattacks-startups-insider-risks-espionage.html>

## 전체 헤드라인

### 거시지표·인플레이션
- Trump threatens 100% tariff on European nations over tech tax (BBC Business · 2026-06-27 10:37) <https://www.bbc.co.uk/news/articles/cn4rd71411ko?at_medium=RSS&at_campaign=rss>
- Could you handle a 20-plus hour flight? This airline is banking on it (BBC Business · 2026-06-27 08:02) <https://www.bbc.co.uk/news/articles/cx2j7v51l5ko?at_medium=RSS&at_campaign=rss>
- Three unusual things about the King's tax bill (BBC Business · 2026-06-27 08:00) <https://www.bbc.co.uk/news/articles/ce8kg7zg09ko?at_medium=RSS&at_campaign=rss>
- What's happening to petrol prices now oil is back to pre-Iran war levels? (BBC Business · 2026-06-26 22:51) <https://www.bbc.co.uk/news/articles/c20zgjzz0e4o?at_medium=RSS&at_campaign=rss>
- Who could be the UK's next chancellor? (BBC Business · 2026-06-26 19:37) <https://www.bbc.co.uk/news/articles/c36yj4pn7jdo?at_medium=RSS&at_campaign=rss>

### 미국증시·기업실적
- Mark Cuban Outlines ‘Multiple Ways’ AI Industry Could Collapse If People View It As ‘Toxic’ — But The Billionaire Remains Bullish (Yahoo Finance · 2026-06-30 01:03) <https://finance.yahoo.com/technology/ai/articles/mark-cuban-outlines-multiple-ways-160337305.html>
- Fidelity reveals how much Americans actually have in their 401(k) by age — and when most finally hit $100K (Yahoo Finance · 2026-06-30 01:00) <https://finance.yahoo.com/markets/articles/fidelity-reveals-much-americans-actually-160000405.html>
- What It Takes to Win in the Next Era of Drayage (Yahoo Finance · 2026-06-30 00:43) <https://finance.yahoo.com/small-business/articles/takes-win-next-era-drayage-154355767.html>
- Klarna Group PLC (KLAR) Fell Amid Management’s Cautious Guidance (Yahoo Finance · 2026-06-30 00:36) <https://finance.yahoo.com/markets/stocks/articles/klarna-group-plc-klar-fell-153638089.html>
- Missed the Historic SpaceX IPO? 1 Reason Why SPCX Is Still a Screaming Buy (Yahoo Finance · 2026-06-30 00:29) <https://finance.yahoo.com/markets/stocks/articles/missed-historic-spacex-ipo-1-152901877.html>
- 3 Reasons Why Chipotle Is Down 53% Since Its 50-for-1 Stock Split (Yahoo Finance · 2026-06-30 00:25) <https://finance.yahoo.com/markets/stocks/articles/3-reasons-why-chipotle-down-152500899.html>
- AI Didn’t Kill SaaS After All: Why Beaten-Down Software Stocks Are Rebounding (Yahoo Finance · 2026-06-30 00:24) <https://finance.yahoo.com/technology/ai/articles/ai-didn-t-kill-saas-152443422.html>
- Why Viasat Stock Went to the Moon Today (Yahoo Finance · 2026-06-30 00:24) <https://finance.yahoo.com/markets/stocks/articles/why-viasat-stock-went-moon-152411379.html>

### 채권·금리
- Best Private Student Loans Of 2026 (Forbes · 2026-06-30 22:59) <https://news.google.com/rss/articles/CBMifEFVX3lxTE9idHQ1ZVdpRHkwNkl6Y2tXdHdlZ3hfcloxNDdwdC1sa0ZhMHVEb1JMRlFZWGgyUHNiVVhMbXlCcERhalJueFFxMXBKRXdWa3VITHJsaDR3TENOSjJMRHlGOUdSOUdYUkRmQnJKbElIQkNYa3RXNXVXdlB5SmM?oc=5>
- Compare Today’s Mortgage Rates (Forbes · 2026-06-30 22:58) <https://news.google.com/rss/articles/CBMiZ0FVX3lxTFBZWTRCWTZjV2FtYlpMOFBxWjVNRF9EbGN0QUJYRHVXY1VyMTdSdGc2blVoM2lFYkI0elJNRVY2VER1RTJZNGEwendkNEFGejdfZkNOVTRTa3FWSkdISHNTcmNfYlBTY3M?oc=5>

### 반도체·AI·빅테크
- China-linked actors target more than technology as AI competition with U.S. intensifies (CNBC Technology · 2026-07-01 08:27) <https://www.cnbc.com/2026/07/01/china-ai-cyberattacks-startups-insider-risks-espionage.html>

### 암호화폐
- Has Strategy’s capital overhaul put an end to ‘death spiral’ fears? (Cointelegraph · 2026-07-01 08:11) <https://cointelegraph.com/features/does-strategys-new-capital-plan-put-an-end-to-death-spiral-fears?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>
- Sovereign funds see Bitcoin discount as entry point: MidChains CEO (Cointelegraph · 2026-06-30 12:53) <https://cointelegraph.com/news/sovereign-funds-see-bitcoin-discount-as-entry-point-midchains-ceo-says?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>
- SEC wins $5.4M judgment in NanoBit crypto fraud case (Cointelegraph · 2026-06-30 12:06) <https://cointelegraph.com/news/sec-wins-54m-judgment-in-nanobit-crypto-fraud-case?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>
- Singapore's Hyperliquid warning, Indonesia's FinFluencer license: Asia Express (Cointelegraph · 2026-06-30 10:23) <https://cointelegraph.com/features/singapores-hyperliquid-warning-indonesias-finfluencer-licence-asia-express?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>
- UK dilutes stablecoin capital requirement in final crypto rulebook (Reuters · 2026-06-30 08:09) <https://news.google.com/rss/articles/CBMitwFBVV95cUxQUHRNOVJFb2lhNGdTdlV6am1nVHVodkNlSkswdERRSi1BN3pieDNIOHo1UnRsZm51WlljeWpoQnc4eEZoZ0taQ1lhWGVVUTZ5RmhMc3ZKVW5WTVVTSnFrSU9UZXExQ0VGUGpDU08tbm1XdGVYMHhVRnNGcWE4RUxVQ2YtRGE0UGNWaEhMTFpLMnFRaldPUU1GZGxsLUZQS3pkUG5mYjc4VlhRNDkxS3dwVmdJTDh6R2M?oc=5>
- Crypto firms operating in UK to be subject to sweeping new rules (The Guardian · 2026-06-30 08:02) <https://news.google.com/rss/articles/CBMioAFBVV95cUxNT0FzUnk4STl6RmVjUkJIQWtGcVJUSXNSUVNFWXNYNmUxa2RWek50ejdJSFpraHdtVFV5bFFkT0R1RXh6ZTlLUGJSa2t5UnJOSlc2NmJVMnRkREFHR21Jbk9rc2R6bFgwYjFtVW1aaE1udHZFZVF4S0U1cDdvS0dqUURXVzAyOWxKZ2ZZX0xuRmFqQUNmdklzeTdGRkJYUlJN?oc=5>
- UK regulator waters down landmark crypto rules (Financial Times · 2026-06-30 08:01) <https://news.google.com/rss/articles/CBMihAFBVV95cUxON2dmdi0wRFViNkdJUUxTRzl6cVFVTHZYOVlJcVBKb0NZQ1BMVzgwWXdDcTZySEc3WjZndmRmblo4NUFLNUZIX0NZOHdMNjk1YzduZTByOE14Yk5BTFBqaE8xa213ckhPM2ppUHNHQmE2cWVaWDM1WjgxNnZjcnllekUwS0I?oc=5>
- UK sets final crypto rules as firms face 2027 FCA authorization deadline (Cointelegraph · 2026-06-30 08:01) <https://cointelegraph.com/news/uk-crypto-rules-2027-fca-authorization-deadline?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound>

### 지정학·무역
- China-linked actors target more than technology as AI competition with U.S. intensifies (CNBC World · 2026-07-01 08:27) <https://www.cnbc.com/2026/07/01/china-ai-cyberattacks-startups-insider-risks-espionage.html>
- Donald Trump reports $1.4bn in cryptocurrency income in government filing (Al Jazeera Economy · 2026-07-01 08:14) <https://www.aljazeera.com/news/2026/6/30/donald-trump-reports-1-4bn-in-cryptocurrency-income-in-government-filing?traffic_source=rss>
- Venezuelans the US deported hours before earthquakes still missing (Al Jazeera Economy · 2026-07-01 08:06) <https://www.aljazeera.com/video/newsfeed/2026/6/30/venezuelans-the-us-deported-hours-before-earthquakes-still-missing?traffic_source=rss>
- France beat Sweden as Mbappe draws level with Messi in World Cup goal chart (Al Jazeera Economy · 2026-07-01 08:01) <https://www.aljazeera.com/sports/2026/6/30/mbappe-and-barcola-score-as-france-shine-in-2-0-world-cup-defeat-of-sweden?traffic_source=rss>
- UK disposable incomes squeezed by price rises and tax changes (Guardian Business · 2026-07-01 00:14) <https://www.theguardian.com/business/2026/jun/30/uk-disposable-incomes-price-rises-tax-cgt-ons-gdp-growth>
- French biotech stock soars 40% after new data on experimental medicine (CNBC World · 2026-06-30 23:58) <https://www.cnbc.com/2026/06/30/abivax-stock-trial-data-biotech-obefazimod.html>
- Rafael Nadal talks tennis prize money, his hotels, and what sports taught him about business (CNBC World · 2026-06-30 20:56) <https://www.cnbc.com/2026/06/30/rafael-nadal-zel-hotels-business.html>
- Inflation likely to stay ‘significantly above target,’ top European central banker warns (CNBC World · 2026-06-30 17:59) <https://www.cnbc.com/2026/06/30/high-inflation-could-linger-despite-iran-war-ending-ecbs-nagel-says.html>

### 한국 경제·증시
- “인공지능 생태계 활성화 기여”…중부발전, 대한민국 혁신대상 ‘AI 혁신 부문 대상’ 수상 (매일경제 · 2026-07-01 08:35) <https://www.mk.co.kr/news/business/12087304>
- 신한투자 "삼성바이오, 노사 협상 따라 변동성 높아…목표가↓" (연합뉴스 경제 · 2026-07-01 08:27) <https://www.yna.co.kr/view/AKR20260701026900008>
- 나스닥 향하는 SK하이닉스…등록서 수정했는데, 공모가는? (매일경제 · 2026-07-01 08:20) <https://www.mk.co.kr/news/business/12087300>
- 민선9기 종로구 "올해 일자리 8천개 만들어 민생에 활력' (연합뉴스 경제 · 2026-07-01 08:18) <https://www.yna.co.kr/view/AKR20260701025300004>
- [마켓뷰] 코스피 상승세 이어갈까…국민연금 리밸런싱 재개 주목 (연합뉴스 경제 · 2026-07-01 08:18) <https://www.yna.co.kr/view/AKR20260701023300008>
- LG화학, 'K-뉴딜 아카데미' 교육생 모집…AI 활용 실무 과정 (연합뉴스 경제 · 2026-07-01 08:16) <https://www.yna.co.kr/view/AKR20260701024800003>
- 네이버 쇼핑 'AI 에이전트' 정식 출시…대화하며 구매까지 제안 (연합뉴스 경제 · 2026-07-01 06:33) <https://www.yna.co.kr/view/AKR20260630141500017>
- 10·15대책후 규제지역옆 비규제지 주택 매입액 158.65%↑ (연합뉴스 경제 · 2026-07-01 06:29) <https://www.yna.co.kr/view/AKR20260701010700003>

### 시장종합·속보
- Nike earnings crushed Wall Street’s estimates — but here’s the catch (MarketWatch Top · 2026-07-01 08:30) <https://www.marketwatch.com/story/nike-earnings-crushed-wall-streets-estimates-but-theres-a-catch-83bf3e4a?mod=mw_rss_topstories>
- ‘She is retired’: Do I dip into my 401(k) to pay my mother’s $30,000 credit-card debt? (MarketWatch Top · 2026-07-01 08:24) <https://www.marketwatch.com/story/she-is-retired-do-i-dip-into-my-401-k-to-pay-my-mothers-30-000-credit-card-debt-dc97569b?mod=mw_rss_topstories>
- JPMorgan doubles down on economy, inflation outlook (thestreet.com · 2026-06-30 17:03) <https://news.google.com/rss/articles/CBMijAFBVV95cUxQSGhFb1FuaTNQWU5LSzR4bW9FWXRFd2VTQXpBZktZSVRpTVgycW9WSWIxWV9ZMjlJblV0S3lGUFl4bjIwZ0lPdUZhNnExdV9WMkxRejA2VFQwTi1JX2FwckQxbWkxQ3U1R1hxOXIwT3JPQl8wVV9lS01pMUQ5VVRjeTNibU9yS0VLYUhjNw?oc=5>
- The oil market has moved from fearing shortages to pricing in a very different future (Business Insider · 2026-06-30 14:03) <https://news.google.com/rss/articles/CBMiqwFBVV95cUxPS2h2a1IwRXJqNmJvSllkejNBdV9GMjFzYTlNaDYySnh4Q3ZtYlFuN3I1UVUzcDBUQ1MyUWFBY1k0dGJCeVA5MlNsMnc5WkQ3dEFkR2RUS3RqWWlRTmtNQV9TTHNLNTh4R2IzQ2dLa0dJbWhlWWxtZlBxZHJjeTJwcDBoLVpldWkyUGtBT0pTdHFYRlZaNFlFWHIwYTV1OUNuSHhlbGxXVXM5d1U?oc=5>